© 2008 OSIsoft, Inc. | Company Confidential PI VisualizationTools Putting Your Data to Work Tom Hosea, Product Manager Regional Seminar Series Denver, CO 2008

2 © 2008 OSIsoft, Inc. | Company Confidential Windows Server 2003 SQL Server 2005 Real-Time Interfaces AF Context Database PI Archive Data Access The ServerThe AnalyticsThe Visuals MCN Health Monitor RLINK Windows Server 2003 Visual Studio.NET PI Notifications RtReports PI Analytics RtAlerts Sigmafine ProcessBook DataLink RtPortal iViews ActiveView RtReports Clients BatchView Server: Windows Server 2003 Windows SharePoint Services – or – SAP Enterprise Portal 6 Thin Clients RtWebParts Smart Clients Client: Windows XP/Vista Microsoft Office 2003/2007

© 2008 OSIsoft, Inc. | Company Confidential ProcessBookProcessBook

4 Customer Requests Addressed in PB 3.1 Easier Formatting Quick Trend Zoom & Pan Data Details Annotations Vertical Trends Linear Regression Line Tooltip Statistics Drag and Drop

5 © 2008 OSIsoft, Inc. | Company Confidential Formatting Toolbar

6 © 2008 OSIsoft, Inc. | Company Confidential Format Paintbrush

7 © 2008 OSIsoft, Inc. | Company Confidential Zoom In / Zoom Out 2x

8 © 2008 OSIsoft, Inc. | Company Confidential Hide/Show Individual Traces

9 © 2008 OSIsoft, Inc. | Company Confidential Hide/Show Individual Traces

10 © 2008 OSIsoft, Inc. | Company Confidential Hide/Show Individual Traces

11 © 2008 OSIsoft, Inc. | Company Confidential Hide/Show Individual Traces

12 © 2008 OSIsoft, Inc. | Company Confidential Details Pane Events Annotations

13 © 2008 OSIsoft, Inc. | Company Confidential Vertical Trends

14 © 2008 OSIsoft, Inc. | Company Confidential Trend Regression Line Copyright © 2007 OSIsoft, Inc. All Rights Reserved

15 © 2008 OSIsoft, Inc. | Company Confidential Statistics: ToolTips and Details Copyright © 2007 OSIsoft, Inc. All Rights Reserved

16 © 2008 OSIsoft, Inc. | Company Confidential Data Favorites

17 © 2008 OSIsoft, Inc. | Company Confidential Drag and Drop Configuration From Favorites list From Search results From other applications (e.g., Excel) Add to existing trends Create new symbols (Trend, XY plot, Bar, Value) Build mode only Data Favorites window

18 © 2008 OSIsoft, Inc. | Company Confidential PI Notifications ProcessBook display as content ProcessBook display linked as content Instant trend Pass time context to display

19 © 2008 OSIsoft, Inc. | Company Confidential Localization ProcessBook and ActiveView –English, French, German, Spanish, Simplified Chinese, Japanese, Korean –Russian and Brazilian Portuguese coming BatchView –Japanese

20 © 2008 OSIsoft, Inc. | Company Confidential

21 © 2008 OSIsoft, Inc. | Company Confidential ProcessBook Roadmap ProcessBook 3.1 –Windows security integration –PI Notifications integration –Trending enhancements ProcessBook 3.2 (PR2) –More AF 2.0 integration –Time handling improvements

© 2008 OSIsoft, Inc. | Company Confidential DataLinkDataLink

23 © 2008 OSIsoft, Inc. | Company Confidential OSIsoft and Microsoft OSIsoft is a Gold Certified Partner –Partnership for 15+ years Office 2007 –Invited to the Developer Advisory Council –Member of the Technology Adoption Program –Results in new DataLink for Excel Services product Office “14” –Invited to the Developer Advisory Council Copyright © 2007 OSIsoft, Inc. All Rights Reserved

24 © 2008 OSIsoft, Inc. | Company Confidential OSIsoft Office Integration History DataLink Excel Services

25 © 2008 OSIsoft, Inc. | Company Confidential Benefits of DataLink + Excel 2007 Provides a new DataLink user experience Supports the current DataLink user experience Allows DataLink spreadsheets on the Web Increased limits for larger spreadsheets –More data on a spreadsheet with 1M rows by 16K cols

26 © 2008 OSIsoft, Inc. | Company Confidential New DataLink UI in Excel 2007 Ribbon makes it easier to find the right function

27 © 2008 OSIsoft, Inc. | Company Confidential New DataLink UI in Excel 2007 Task pane makes it easier to modify a function and see the results

28 © 2008 OSIsoft, Inc. | Company Confidential

29 © 2008 OSIsoft, Inc. | Company Confidential DataLink Roadmap DataLink (PR1) –Support for Windows Vista –Localized in several languages DataLink 4.0 –Support for Excel 2007 –Windows Security integration –PI Notifications Search add-in DataLink 4.1 (PR2) –AF 2.0 integration

© 2008 OSIsoft, Inc. | Company Confidential RtWebParts / iViews

31 © 2008 OSIsoft, Inc. | Company Confidential What are Web Parts?

32 © 2008 OSIsoft, Inc. | Company Confidential Setting Context RtTimeRange RtTreeView RtTable

33 © 2008 OSIsoft, Inc. | Company Confidential Displaying Data RtTrend RtGauge RtXYPlot RtMessenger RtValues RtTimeSeries RtTable

34 © 2008 OSIsoft, Inc. | Company Confidential Leveraging ProcessBook RtActiveView –Supports PDIs –Requires ActiveView License & Installation RtGraphic –SVG-Based –Lightweight

35 © 2008 OSIsoft, Inc. | Company Confidential Example RtWebParts Page

36 © 2008 OSIsoft, Inc. | Company Confidential Example iViews Page

37 © 2008 OSIsoft, Inc. | Company Confidential The Data Behind the Dashboard RtBaseline Services PI ServerRelational RtWebParts or iViews Use native PI, OLEDB/ODBC, Web services Build specific KPIs and calcs CalculationSOA & OrchestrationMaintenance ERP System

38 © 2008 OSIsoft, Inc. | Company Confidential Gallery of RtWebParts / iViews Displaying Data –RtTrend –RtGauge –RtXYPlot –RtValues –RtTimeSeries –RtTable –RtBatchTable Setting Context –RtTimeRange –RtTreeView –RtMessenger

39 © 2008 OSIsoft, Inc. | Company Confidential RtBatchTable Web Part

40 © 2008 OSIsoft, Inc. | Company Confidential RtWebParts Roadmap RtWebParts 2.1 –RtBatchTable web part –Printing individual web parts RtWebParts 3.0 (PR2) –AF 2.0 integration –PI Notifications integration –More language packs RtWebParts 4.0 –Support for SharePoint “14” –Microsoft Silverlight to replace SVG Viewer

© 2008 OSIsoft, Inc. | Company Confidential DataLink for Excel Services

42 © 2008 OSIsoft, Inc. | Company Confidential Browser View and Interact Custom applications Programmatic Access DataLink Export/Snapshot into Excel DataLink Publish Spreadsheets Office SharePoint Servers Workflow with Excel Services

43 © 2008 OSIsoft, Inc. | Company Confidential Value of DLES + Excel Services Shows “one version of the truth” –Simplify collaboration around spreadsheets Provides enterprise content management –Make spreadsheets accessible and manageable Enables business intelligence in real-time –Improve business insight into PI data on demand

44 © 2008 OSIsoft, Inc. | Company Confidential DLES is DataLink on the Web Only requirement is a Web browser –No DataLink needed on Client PC –Excel 2007 is not required anywhere Enter parameters and recalculate PI data –Allow dynamic spreadsheets, but keep them secure Create dashboards with RtWebParts –Display graphical, interactive pages using context –DLES is available with an active RtWebParts license

45 © 2008 OSIsoft, Inc. | Company Confidential DLES Roadmap DLES (PR1) –Support for DataLink functions –Support for BatchView search DLES 4.0 –Support for PI Notifications search DLES 4.1 (PR2) –AF 2.0 integration

© 2008 OSIsoft, Inc. | Company Confidential Manual Logger

47 © 2008 OSIsoft, Inc. | Company Confidential Manual Logger Overview With PI Manual Logger, you can easily, securely, and reliably record data on PCs and handheld devices. Once stored in PI, this data is available throughout the enterprise for review and analysis. ML Client ML Mobile

48 © 2008 OSIsoft, Inc. | Company Confidential Features of Manual Logger Multiplatform – Data entry from PC, laptop, tablet, or mobile Multiuser – Central SQL Server Workflow – Review/edit/approve data before sending to PI Security – Associate digital signature with values, audit trail, separate permissions for data entry and administration Limits – Check for out-of-bounds values and prompt the user Conditional entry – On-the-Fly calculation to determine if a tag or group of tags is due for data collection Scheduling – Flexible hourly, daily, weekly, monthly, yearly schedule for data collection, e.g. first Mon at 8:00 am Trending – Ad-hoc trend of tag archive values & annotations Barcode – Use scanner to identify tags and enter data

49 © 2008 OSIsoft, Inc. | Company Confidential Features of Manual Logger Multiplatform Multiuser Workflow Security Limits Conditional entry Scheduling Trending Barcode

50 © 2008 OSIsoft, Inc. | Company Confidential Manual Logger Roadmap Manual Logger 2.2 –Support for Windows Vista –Support for Windows Mobile 6.0 devices –Conditional Manual Data Entry Manual Logger 2.2+ (PR2) –Windows security integration –PI Notifications integration –Replicated data with HA PI –Support for WM 6.1/7 devices

© 2008 OSIsoft, Inc. | Company Confidential RtReportsRtReports

52 © 2008 OSIsoft, Inc. | Company Confidential RtReports Standardized enterprise reporting –Templates for repeatable reports and data retrieval –Import/Export utilities for moving report templates between locations –Configuration – no programming Manage change through versioning –Versioned Report templates –Review and Release workflow for report templates Comment print, verify report sections, and approve final report Tracks report output –No need to store output Regenerated on demand Print to paper, PDF, SharePoint DL –Who printed, how many, when last printed?

53 © 2008 OSIsoft, Inc. | Company Confidential RtReports Editions Standard Edition –Intended for customers that need web-based, real-time reporting who are not constrained by regulatory requirements Compliance Edition –Complies with government regulations to meet electronic signatures –Suitable for customers constrained by FDA or EPA

54 © 2008 OSIsoft, Inc. | Company Confidential RtReports Roadmap RtReports 3.2 (PR2) –AF 2.0 integration –PI Notifications integration –Support for larger reports

© 2008 OSIsoft, Inc. | Company Confidential Data Access

56 © 2008 OSIsoft, Inc. | Company Confidential PI OLEDB PI OLEDB provider allows applications (OLE DB consumers) to access PI data through SQL queries Many popular apps, have “built in” support for OLE DB standard OLE DB ConsumerPI OLEDB Provider Client Application SQL Engine PI SDK SQL Server Oracle, ADO.NET, Excel, JDBC/OLEDB,… PI Server OLE DB/ COM

57 © 2008 OSIsoft, Inc. | Company Confidential Use Cases for PI OLEDB and PI ODBC Develop with ADO.NET and Web Services Visualize with ProcessBook and RtWebParts Connect with SQL Server and Oracle Analyze with SQL Server Analysis Services Replicate with SQL Server Integration Services Publish with SQL Server Reporting Services Integrate with SharePoint BDC and BizTalk Collaborate with Excel Services on the Web

58 © 2008 OSIsoft, Inc. | Company Confidential PI OLEDB Roadmap PI OLEDB 3.2 (PR1) –Support for HA PI –Performance improvements PI OLEDB 4.0 (PR2) –AF 2.0 integration

59 © 2008 OSIsoft, Inc. | Company Confidential OSIsoft’s Involvement in OPC Corporate Member of OPC Foundation since 1996 Helped develop OPC HDA Specification Active participant of major OPC Foundation events (IOP workshops, DevCon’s, etc.) Intimately involved in developing UA specifications and code deliverables –UA Working group –Early Adopters Program –Technical Advisory Council –Collaboration

60 © 2008 OSIsoft, Inc. | Company Confidential OSIsoft’s Current OPC Products OPC Interface – Data Access (DA) client –33% of interfaces shipped today are OPC –25% of all active interface nodes are running OPC OPC HDA Interface – Historical DA (HDA) client OPC A&E Interface – Alarms & Events client XML Interface – XML DA client OPC DA Server OPC HDA Server Testing and configuration tools

61 © 2008 OSIsoft, Inc. | Company Confidential OPC UA (open standard) Features of OPC UA –Web Services / XML –Easy Configuration and Maintenance –Increased Visibility –Broader Scope –Reliability, Reliability, Reliability –Security, Security, Security –Performance, Performance, Performance –Platform Neutrality –Legacy Products Plug Right In…

62 © 2008 OSIsoft, Inc. | Company Confidential PI Developer Studio Includes programmatic interfaces to PI System: AF/AN SDK, PI OLEDB/ODBC, PI SDK/API, OPC DA/UA Server Development license for programmatic interfaces Runtime licensing TBD Programming examples and documentation PI Virtual Campus – community collaboration site –Forums –Blogs

63 © 2008 OSIsoft, Inc. | Company Confidential PI OBA OBA = Office Business Application Dynamic OBA = PI data in OBAs Examples: –Business Intelligence applications using Microsoft PerformancePoint Server and PI OLEDB to show KPIs –Manual Entry applications using Microsoft InfoPath and PI OLEDB for data input over the web –Unified Communications applications using Microsoft Office Communicator and RtWebParts PI OBA provides the tools (called accelerators) to help users create their own Dynamic OBAs

64 © 2008 OSIsoft, Inc. | Company Confidential Next Generation User Experience Research about users of the PI System Unifying technology in the PI System Tools Developed through Interaction Design OperationsEngineeringMaintenance Corporate Investigator Enabler

65 © 2008 OSIsoft, Inc. | Company Confidential Next Generation User Experience Workflow between personas –For example: Operators enact production schedule, follow accepted procedures Engineers support production targets Design imperatives –For example: Operator’s activities reflect area of responsibility plus the manufacturing process in effect now Process Engineer is a Troubleshooter

66 © 2008 OSIsoft, Inc. | Company Confidential Enabling Agile Product Lifecycles NGUX findings will influence many products –ProcessBook, DataLink, RtWebParts, AF Need to enable product feature agility –Use modular, portable components –Can be repackaged in many ways All features should be pervasive –Traditional Thick Client – high performance –Web Client - many operating systems –Smart Client - thick client with web access –Mobile Client – anticipate future platforms

67 © 2008 OSIsoft, Inc. | Company Confidential Questions? Tom Hosea, Product Manager Thank You!